Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group reported 27 stocks worth $381M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are GOOGL (10.6%), MU (9.4%) and AMD (9.3%). Compared with Q1 2026, the fund added to GOOGL, NVDA and AMZN, trimmed MU, DECK and LOGI and sold out of MELI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $40.2M | 10.6% | 113K | +47K (+72%) | 8 of 8 | |
| 2 |  MU Micron Technology Inc | $35.8M | 9.4% | 31K | −14K (−31%) | 8 of 8 | |
| 3 |  AMD Advanced Micro Devices Inc | $35.3M | 9.3% | 61K | No change | 8 of 8 | |
| 4 |  MRVL Marvell Technology Inc | $34.3M | 9.0% | 115K | No change | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $31.6M | 8.3% | 158K | +81K (+105%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $28.5M | 7.5% | 77K | No change | 2 of 8 | |
| 7 |  AMZN Amazon Com Inc | $26.2M | 6.9% | 110K | +17K (+18%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $20.8M | 5.5% | 72K | +17K (+31%) | 2 of 8 | |
| 9 |  PAY Paymentus Holdings Inc | $17.7M | 4.7% | 733K | No change | 4 of 8 | |
| 10 |  SNOW Snowflake Inc | $15.6M | 4.1% | 61K | +22K (+57%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MELI Mercadolibre Inc | $9.1M | 5,280 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 13F FAQ
What does Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group own?
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group reported 27 stocks worth $381M in its 13F filing for Q2 2026, filed Jul 30, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 7 added to, 3 trimmed and 1 sold out. It sold all of MELI.
When will Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group's portfolio worth?
The Q2 2026 filing reports $381M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.